FINANCIAL ABUNDANCE

Financial Abundance is a registered investment advisor (RIA) with a requirement to abide by fiduciary standards. As a fee-only planning firm, Financial Abundance manages portfolios through a stringent academic approach. The management range includes all types of market based investment accounts, example: Individual Accounts, Joint Accounts, Custodial Accounts, Traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP, all employer rollovers (401k, 457, 403B, ESOP's), and company 401k plans... Financial Abundance is a fee-only, registered investment advisor firm (RIA), with offices in State College and Lewisburg, Pennsylvania. We are a holistic financial planning firm offering services on Roth's, IRA's, 401k's, retirement income, life insurance, and estate planning... Financial advisors specializing in investments, life insurance, and retirement planning with investor coaching in Altoona, Lewisburg, State College, PA and the surrounding areas.

Primary location: State College United States